ESOP partners Brian Hector and John Kober will present at the ESOP Association 38th Annual Conference in Washington, DC.
Thursday, May 7, 2015 | 11:25 am–12:25 pm
The ESOP Feasibility Analysis in the Current Environment
Speaker: John Kober
How have recent developments have influenced the process by which ESOP Feasibility Analyses are being conducted? Avoiding conflicts of interest, maintaining appropriate lines of communication, and providing sophisticated yet understandable analyses are of primary importance. Understand the latest trends and considerations affecting feasibility analyses from experienced valuation, financing and legal experts.
Friday, May 8, 2015 | 9:00–10:00 am
When the Call or Letter Arrives - DOL/IRS Investigations
Speaker: Brian Hector
This session will provide guidance on what to expect and how to respond to a DOL request for information and follow-up investigation; from an IRS audit and request for information; and amendments from IRS agents in the determination letter process. Opportunity will be provided to the presenters and audience members to share recent experiences with the DOL and IRS.